Terri Brown is a registered investment advisor at Sustained Wealth Management, based in Calabasas, CA, with 10 years of industry experience. Terri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K+ | 1.50% |
Sustained Wealth Management does not negotiate its management fee, but may offer discounts to select family and friends.
Fee Estimator
Location
Calabasas, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Terri is a sole proprietor of the Law Offices of Terri R. Brown, providing legal services since 2001. This takes about half of Terri's time, with approximately half of that time occurring during securities trading hours.
Employment History
Current Registrations
Sustained Wealth Management
State Registrations1 state
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